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Business Exit Planning

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The Illusion of Equal Ownership

  As Exit Planning advisors, we base our actions on our clients' goals, one of which is to transfer their companies to the successor they choose. If clients tell us that they want to transfer their businesses to the next generation and have more than one child, the related (and almost universal) goal is to do so in a way that is fair to all of...
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Growing Business Value When Times Are Tough

​ In times of great uncertainty or disruption, some business owners will panic and bury their heads in the sand. Some will sit tight and wait for things to settle down. But others will try to create opportunity and future growth. Which will you be? We're here to help you be the latter. Minimize Tax Exposure In your annual tax review with your inter...
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Does Your Spouse Feel Left Out of Key Business Decisions?

Sometimes when planning the next chapter in your life, the most important people somehow feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning.  How Will Your Spouse be Affected? Be sure to incl...
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Smoothing Out Friction Between Business Owners

​All business partnerships eventually come to an end when one or more partners leave the business, whether by choice or otherwise. Being prepared for the end of the partnership decreases the possibility of unwanted challenges between co-owners down the road.  Common Reasons Why Partnerships End Co-ow ners share a unique relationship. They have...
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How to Be Sure You Are Leaving Your Business in Good Hands

Most business owners are considering several options for the future of the ownership of their businesses. If you're keeping your options open, that is typical. But business owners who end up selling their businesses to an outside, unrelated buyer often report that they wish they had known more about what the sale process would be like, and that the...
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Thinking of Selling Your Business to an Employee?

​ Whether it's because you want to keep the business "in the family" or because you suspect you will not be able to find a good buyer for your business, you may be thinking of selling your business to an employee. The first thing to think about is the kind of employee who can and should take over leadership and ownership. You're entrusting your bus...
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Which Planning Process Is the Best Fit for You?

Planning for a successful future isn't homogeneous. It simply can't be. The needs that you and your business have are likely to be different from every other owner and business out there. So, the question you might ask about planning for future success isn't, "How should I do this?" Instead, it should be, "Which process is the best for me?" Today, ...
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Strategies for Reducing Risk and Improving Outcomes

As a business owner, you make decisions constantly that you believe will reduce your risk and/or improve your business outcomes. There are countless ways to do this. In this article, we'll present ways to leverage your internal strengths to reduce risk and improve business outcomes. We'll also show you how these strategies can affect your longer-te...
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The 7 Cs of Planning Success

​ Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What are some of the guidelines that you can use to foster the kinds of planning that achieve the success you want? Tom Morris—a pioneer of business thinking—proposed the 7 Cs of Success . These seven Cs speak to how s...
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3 Ways to Position Yourself and Your Family for Future Success

​ Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely on you. Here are three things you should consider when planning for the future success of your business and your fa...
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Why Defining Goals Is Important and How to Do It

Planning for a successful business future is an exercise in foresight and commitment. Without foresight, it may be difficult for you to determine what success means to you. Without commitment, even the best-laid plans will fall by the wayside. For everyone involved in the process of planning for a successful future, defining your goals is the found...
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If You Love What You Do, Why Should You Make Plans to Leave?

​ Many business owners love the companies they've founded, whether it's because of the work they do, the changes they effect, the money their companies provide, or something else. When you carve out a comfort zone within your business, you might question why you would want to plan for your business exit. Today, we'll look at a few reasons why owner...
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Must You Fire Your Managers to Grow the Business?

Building business value is a common goal among business owners. Many successful small business owners find that after years of growth, the company can begin to plateau. It can be frustrating if you and your longtime managers realize that all of the things that grew the business in the past aren't doing the trick anymore. It's especially frustrating...
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How Do Business Performance and Health Affect Your Planning?

Many successful business owners don't feel any urgency to plan for the futures of their businesses. When owners are comfortable where they're at, they may struggle to plan with a longer view of their business futures, perhaps asking, "Why change what works?" One way to answer this question is to define what makes a business strong. Strong businesse...
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How Long Does Planning for Your Business’ Future Take?

One of the first questions business owners ask about exiting their businesses is, "Just how long is all of this supposed to take?" The true answer is it depends . There are many things to consider as you shape your Exit Plan. You might have a business that's worth $10 million but is overly reliant on you for success. You might have a strong managem...
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What You May Get Wrong About Business Valuations

Business valuations are important to successful planning. They tell you what your business is worth to a potential buyer. Though business valuations seem simple on the surface, even the smartest and most successful business owners can misinterpret their importance. Business valuations generally tell you two things. First, they tell you whether you ...
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Optionality and Your Plans for Your Business Future

When many business owners first think about their business futures, their first question is, "Whom am I going to sell this business to once it's my time to leave it?" It makes sense for owners to ask this question first, since the answer to that question can guide how their futures look. But this is a backward way of shaping a plan. Consider the sh...
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Shaping Your Plans for a Successful Future

When we talk about planning for the future, we often talk creating a plan. The idea of creating something as big as a plan for the future can imply a ton of from-scratch work (as is often the case), which can cause you to want to put that ton of work off to another day. As a successful (and likely busy) owner, you may not think you have time to cre...
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Successful Planning Starts Much Earlier Than You Think

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that if they give themselves a few years, they can transform their businesses into whatever they need them to be: whether that means bigger, more valuable, or more easily sold/transferred. And while each ...
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Fairness and Equity Among Family Members

​ If you're like many business owners, your business plays a large role in supporting your family's lifestyle. As you plan for your business' future, you may run into questions about how to treat family members fairly in your plans. This is especially crucial if you have children who work in the business and children who do not work in the business...
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